Files
OpenBB/openbb_platform/obbject_extensions/charting
dlee-bq 53d4dcc46d [Feature] Drop Python 3.10 and Resolve Open Dependabot Alerts (#7804)
* Drop Python 3.10 support

Python 3.10 reached end of life on 2026-10-01, and the patched releases of
Pillow (13.0.0) and filelock (>=4.2.1) require Python >=3.11, so the 3.10
resolution fork kept vulnerable versions in every lockfile.

- requires-python = ">=3.11,<4" in all pyproject.toml files, the
  cookiecutter template, and the CLI codegen project template
- CI: drop the ubuntu 3.10 matrix rows, move the macOS/Windows minimum
  rows and the lint jobs to 3.11, drop 3.10 from the nox sessions
- READMEs: state 3.11 as the minimum supported version

* Relock with patched certifi, filelock, virtualenv, Pillow, and fastmcp

Regenerate all 38 uv.lock files against requires-python >=3.11 and upgrade
only the packages with open Dependabot advisories:

- certifi 2026.7.22 -> 2026.10.23 (GHSA-6q48-6c7w-9gw2, compromised emSign CAs)
- virtualenv 21.14.7 -> 21.14.13
- filelock 4.1.0/4.2.0 -> 4.2.4
- Pillow 12.3.0 -> 13.0.0
- fastmcp / fastmcp-slim 4.1.0 -> 4.1.3

All other changes are removed Python 3.10-only resolution forks; no other
package changes version for Python 3.11+.

* desktop: bump zod, @hookform/resolvers, and vitest

- zod ^3.25.76 -> ^4.6.7 (GHSA-mrhx-c7xc-m3w5; no patched 3.x exists)
- @hookform/resolvers ^3.10.0 -> ^5.9.2 for zod 4 support
- vitest ^4.1.11 -> ^4.1.12 (@vitest/mocker GHSA-qxg6-89mg-rqv8,
  GHSA-xp26-3454-mjgp)
- override zod to the root version so @openbb/ui-pro, which declares
  zod ^3 but never imports it, does not pull in a second, vulnerable copy

* desktop: remove Python 3.10 from environment pickers

- version pickers in InstallComponents and AddExtensionSelector start at 3.11
- create_environment_from_requirements accepts 3.11 through 3.14 and falls
  back to 3.12 otherwise (previously 3.10 through 3.13)
- component tests select 3.11 instead of 3.10

* Remove Python 3.10 tomli fallbacks

With requires-python >=3.11, tomllib is always available, so the
version-conditional tomli imports are dead code.

- import tomllib directly in the cli and core config loaders, the
  mcp_server and platform_api config validators, dev_install.py, and
  the cli and cookiecutter tests; dev_install.py no longer pip-installs
  tomli on the fly
- drop the tomli>=2.0; python_version<'3.11' dependency from cli, core,
  mcp_server, and platform_api, plus platform_api's backport comment
- raise the fake-extension fixtures in cli/conftest.py,
  core/integration/conftest.py, and the charting test metadata to
  >=3.11
- relock cli, core, mcp_server, and platform_api; only the tomli
  requires-dist entry is removed and resolution markers are reordered,
  no package versions change

* Target Python 3.11 in ruff and ty for cli, core, mcp_server, platform_api, cookiecutter

With ruff target-version py310 and ty python-version 3.10, both tools
reject an unconditional `import tomllib`: ty reports it as unresolved
(exit 1) and ruff's isort classifies it as third-party. Raise the targets
in the projects that now import tomllib directly, and in the root
ruff.toml that governs dev_install.py.

- ruff target-version = "py311" and ty python-version = "3.11" in cli,
  core, mcp_server, platform_api, and cookiecutter; root ruff.toml
  target-version = "py311"
- UP042: OutputMode, ChartLifecycle, MCPType, and HTTPMethod become
  StrEnum; every consumer uses .value or == comparisons, so only str()
  and format() output change
- UP017: datetime.timezone.utc -> datetime.UTC (ruff autofix) in the cli
  dispatchers, the cli test generator, and a core test

* Fix ruff and ty failures in packages this PR touches

CI installs unpinned dependencies, so the lint jobs ran against
pandas 3.1.0, ruff 0.17.2, and ty 0.0.91.

- cli/conftest.py: guard the find_spec("openbb") lookup so ty no longer
  reports an Optional ModuleSpec/origin (failing Lint openbb-cli)
- quantitative: pandas 3.1 types Index.max() as object; cast max_date to
  Timestamp before period_start in attribution, factors, and
  risk_decomposition (failing ty)
- federal_reserve: use Series(...).dt.date instead of
  DatetimeIndex.date so neither pandas 3.0 nor 3.1 needs a ty: ignore
  (pandas 3.1 made the existing ignores unused, failing ty)
- core tests: type the filter_by_dates doubles as Data subclasses and
  cast the deliberate bad arguments in test_helpers.py; apply ruff format
  to test_docstring_generator_helpers.py
- platform_api README: apply ruff format to the Python code blocks

* Fix pandas 3.1 deprecations failing fred, sec, and eia tests

These suites turn warnings into errors, and pandas 3.1.0 adds
Pandas4Warning deprecations for several patterns they use. Every change
also passes with the locked pandas 3.0.6.

- fred, sec: replace inplace=True sort_values/reset_index/rename/
  set_index/drop with reassignment
- fred balance_of_payments, sec as_filed_widget: replace fillna with a
  string on float columns by astype(object).where(notna, ...)
- sec: build quarter start dates from ISO strings instead of parsing
  "2024Q2"-style strings; use the DataFrame constructor instead of
  DataFrame.from_records for column dicts; pad CIK lookup rows to two
  fields instead of constructing a ragged DataFrame
- eia: read EIA workbooks with the calamine engine (xlrd is deprecated);
  replace the xlrd dependency with python-calamine and relock; calamine
  workbooks are not safe for concurrent reads, so the petroleum status
  report serializes its sheet reads with a lock

* imf: fall back to the published catalog when the IMF API is unreachable

imf_cache.json.xz is generated at build time and is not committed, so
every CI build of openbb-imf needed a live api.imf.org. The only fallback
was actions/cache, and caches saved by pull_request runs are scoped to
that PR, so a new PR never had one. With api.imf.org returning
"503 no healthy upstream" during IMF's data portal maintenance window,
the build failed.

When live generation fails on a non-forced build, the hook now copies
imf_cache.json.xz from the latest openbb-imf wheel on PyPI, after
checking the wheel's sha256 against the digest PyPI publishes. Builds
with OPENBB_IMF_FORCE_CACHE_REBUILD=1, which the publish workflow sets,
still fail hard, so a release never ships a stale catalog.

---------

Co-authored-by: dlee-bq <325002271+dlee-bq@users.noreply.github.com>
2026-11-01 18:16:45 +00:00
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OpenBB Charting

Plotly-based charting for the OpenBB Platform. Installing this package registers a charting accessor on every OBBject command result and enables the chart=True argument on Platform endpoints that have a chart.

Installation

pip install openbb-charting

To display charts in a native desktop window, install the PyWry extra:

pip install "openbb-charting[pywry]"

On Linux, PyWry requires system WebKit/GTK libraries:

  • Debian / Ubuntu / Mint: sudo apt install libwebkit2gtk-4.1-dev libgtk-3-dev
  • Arch / Manjaro: sudo pacman -S webkit2gtk
  • Fedora: sudo dnf install gtk3-devel webkit2gtk3-devel

Usage

Pass chart=True to an endpoint that has a chart, then call show() on the result:

from openbb import obb

data = obb.equity.price.historical("AAPL", provider="yfinance", chart=True)
data.show()

The same chart is reachable through the charting accessor on any result, without chart=True:

res = obb.equity.price.historical("AAPL", provider="yfinance")
res.charting.show()

Which commands have a chart

Charts are contributed by the installed extensions. List the registered routes:

from openbb_charting import Charting

Charting.functions()

Technical-analysis overlays — to_chart

to_chart rebuilds the chart of a time-series (OHLCV) result with indicator overlays. Indicators and their parameters are passed through the indicators argument:

res = obb.equity.price.historical("AAPL", provider="yfinance")
res.charting.to_chart(
    indicators=dict(
        sma=dict(length=[20, 50]),
        rsi=dict(length=14),
        macd=dict(fast=12, slow=26, signal=9),
    )
)
res.show()

List every available indicator and its parameters:

res.charting.indicators()  # from a result
Charting.indicators()  # standalone

Building charts directly from data

The accessor exposes builders that accept a DataFrame or a list of Data (such as OBBject.results) and return an OpenBBFigure. Their input signatures differ; create_line_chart and create_bar_chart also display the chart by default — pass render=False to build it without displaying.

res = obb.equity.price.historical("AAPL", provider="yfinance")
df = res.to_dataframe()

fig = res.charting.create_line_chart(data=res.results, target="close", render=False)
fig = res.charting.create_bar_chart(
    data=res.results, x="date", y="volume", render=False
)
fig = res.charting.create_correlation_matrix(data=res.results, method="pearson")
fig = res.charting.create_3d_surface(X=df["open"], Y=df["high"], Z=df["close"])
fig.show()

Adding a chart to a command

Register a charting-view class through the openbb_charting_extension entry-point group in your pyproject.toml:

[project.entry-points."openbb_charting_extension"]
my_extension = "openbb_my_extension.my_extension_views:MyExtensionViews"

A view method is matched to an endpoint by replacing the route's slashes with underscores: /equity/price/historical → equity_price_historical, /technical/ema → technical_ema. Each method receives the command output as **kwargs and returns a tuple[OpenBBFigure, dict[str, Any]] — the interactive figure plus the JSON content the API serializes.

"""Views for MyExtension."""

from typing import Any

from openbb_charting.charts.price_historical import price_historical
from openbb_charting.core.openbb_figure import OpenBBFigure


class MyExtensionViews:
    """MyExtension Views."""

    @staticmethod
    def my_extension_price_historical(**kwargs) -> tuple[OpenBBFigure, dict[str, Any]]:
        """My Extension Price Historical Chart."""
        return price_historical(**kwargs)

The chart is then produced by setting chart=True on the command, or via result.charting.show().

Replacing the engine, hooks, and backend

The Platform interfaces (Python, API, CLI, MCP) do not depend on openbb-charting by name; they resolve the active engine from whichever OBBject extension registers the charting accessor. Three things are pluggable through entry points alone.

Replace the engine

Ship an OBBject extension that registers the charting accessor:

[project.entry-points."openbb_obbject_extension"]
my_charting = "openbb_my_charting:ext"   # ext = Extension(name="charting")

If openbb-charting is uninstalled, your engine is used automatically. When both are installed, select one with system_settings.charting_extension (or the OPENBB_CHARTING_EXTENSION environment variable). An engine must expose the functions() classmethod, and get_backend_class() to be usable from the CLI.

Chart lifecycle hooks

Register a ChartingHook subclass under the openbb_charting_hooks group. Hooks run inside chart creation, so they fire for every interface:

[project.entry-points."openbb_charting_hooks"]
my_hook = "openbb_my_pkg.hooks:MyHook"
from openbb_core.app.charting import ChartingHook


class MyHook(ChartingHook):
    """Watermark every figure after it is built."""

    routes = ()  # empty matches all routes
    priority = 100  # lower runs first

    def post_figure(self, context):
        context.figure.add_annotation(text="INTERNAL", opacity=0.1)
        return context

Stages: resolve_data, pre_figure, post_figure, pre_render, post_render. A hook mutates context in place and/or returns a new one.

Backend override

Swap the rendering backend (PyWry / browser / custom) without replacing the engine, via the openbb_charting_backend group:

[project.entry-points."openbb_charting_backend"]
my_backend = "openbb_my_pkg.backend:MyBackend"

A backend is constructed with a single charting_settings argument. The override is opt-in: set system_settings.charting_backend (or OPENBB_CHARTING_BACKEND) to the registered name. Without a selection, the engine keeps its built-in backend.